See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,307 | $97,744+186.8% | $103,476+170.9% | $145,922+92.1% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 15.61% | 25.41%-9.8pp | 23.90%-8.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,436 | $4,677-5.1% | $4,672-5.1% | $4,660-4.8% |
| Participant deferral / active EE | $4,680 | $6,603-29.1% | $6,623-29.3% | $6,688-30.0% |
| Admin fee / account holder | $29,476 | $12,515+135.5% | $9,413+213.1% | $13,397+120.0% |